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Outcomes Insurers
Achieve with Affinity Pro
From slow partner activation to scalable multi-channel distribution - Affinity Pro compresses timelines and removes the friction holding affinity growth back
Fast onboarding, flexible product setup, and no-code journeys speed up activation -so partners launch sooner and start generating revenue faster.
Deliver flexible, partner-specific purchase journeys that improve customer experience and reduce drop-offs.
Business teams configure products, rules, and journeys without code—scaling to new partners and markets without extra development.
Core Capabilities for Affinity Distribution at Scale
Set up product structures, pricing rules, and validations without development effort - enabling business teams to launch and update offerings at their own pace.
Create channel-specific quote–proposal–policy journeys tailored to each affinity partner's workflows, customer segments, and distribution model - without writing a line of code.
Support partner-assisted and self-service journeys across web and mobile for diverse customer and partner needs.
eKYC, AML, and FATCA compliance checks are embedded directly into distribution journeys, ensuring regulatory requirements are met at the point of sale without separate processes.
Centralized dashboards track partner performance, journey conversions, and drop-off points live - giving actionable visibility across the entire partner ecosystem.
Structured permissions and configurable approval workflows ensure every stakeholder - operates within defined boundaries with full auditability.
Product setup to policy issuance - every step configured, not coded
Affinity Pro orchestrates end-to-end affinity distribution with fast, scalable, and governed modules.
Set up product structures, pricing rules, journey logic, and channel-specific validations using the no-code configurator.
Activate affinity partners quickly by assigning products, journeys, and workflows — with lead capture and assignment built in.
Run the complete quote–proposal–policy flow, including document capture, KYC validation, payment processing, and instant policy issuance.
Track performance, conversions, and exceptions in real time through centralized dashboards and automated operational workflows.
Connected to the systems your distribution ecosystem already runs on
Integrates with CRM, LMS, DMS, KYC, and core policy administration systems to maintain consistent customer and policy data across every partner channel.
Real-time payment synchronization with payment and finance platforms ensures accurate premium processing, automated confirmations, and instant policy issuance at point of sale.
Upstream and downstream API libraries reduce integration time for new partners and third-party systems - including TPA integrations - shortening onboarding cycles and eliminating data silos.
Connects natively with Mozart ClaimsPro, InvestigatePro, UnderwritingPro, and RulesPro - enabling end-to-end process continuity across the full insurance value chain.
Distribution agility without sacrificing governance or consistency
Configure, launch, and iterate without waiting on development
No-code product/journey
configuration
Rapid partner onboarding
Faster go-to-market cycles
One platform to manage every partner, product, and channel
Partner-specific UI, journey,
and workflow customization
Role-based access
Centralized monitoring
Compliance and auditability embedded into every transaction
eKYC, AML, and FATCA checks
integrated directly
End-to-end audit trail
SOP-aligned workflows
ensuring compliance
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Get answers to common questions
Find solutions to frequently asked questions regarding
Mozart Affinity Pro
Affinity Pro is designed for rapid partner activation - partners are onboarded by assigning products, journeys, and workflows through configurable modules, significantly reducing the manual coordination that typically delays activation.
Yes. Business teams can update workflows, rules, and journeys without code changes, which directly improves responsiveness and reduces dependence on IT for day-to-day distribution operations.
Affinity Pro supports both cloud and on-premises deployment, with a scalable architecture designed to accommodate multiple partners and high transaction volumes regardless of the deployment model chosen.
The platform supports clearly defined roles - including product teams, distribution operations, partner managers, IT teams, and partner users - each mapped to specific responsibilities and access controls to ensure smooth coordination across the distribution lifecycle.
Affinity Pro includes built-in eKYC, AML, and FATCA compliance checks, along with configurable document capture and validation rules supported by DMS integration, embedded directly into the quote–proposal–policy flow.